*Please Note the integration can only be enabled by purchasing a subscription to PINS. The four steps below will be completed with your designated PINS Onboarding Representative during implementation. 

STEP 1: INSTALL THE PINS APP IN PROCORE

1. From your PINS Account navigate to Admin Settings → Integrations → Procore
2. Click on the blue “copy” button to copy the DMSA App Key:

3. Navigate to Procore and login as an Admin User
4. Navigate to Company Tools → Core Tools → select Admin

5. Select "App Management" from the right sidebar → located under Company Settings:

6. Click on “Install App” and then “Install Custom App”:

7. Paste the DMSA App Key provided to you by your PINS onboarding rep and click “Install”:

8. The default permissions will be displayed to install the app. Click “Install”:

9. “Add Permitted Projects” by selecting the Projects that PINS will be allowed to access. Once you are done adding Projects, click “Add”:

10. The PINS app will now be on your list of installed apps in your Procore account. Click “View” at any time to add/remove Projects.

STEP 2: SET UP PROJECT PERMISSION TEMPLATE IN PROCORE & APPLYING TO PROJECTS

1. Navigate to Company Tools → Core tools → Permissions

2. Click on “Project Permissions Templates”:

3. Click on “+ Create Project Permissions Templates” and select “Project (Global) - Assignable to All Projects”. Name the new template “PINS” and click “Confirm”:

4. PINS Onboarding Rep will walk through how to set “Read Only” permissions for “Directory” and “Commitments” categories. Select the two first boxes/options under Commitments: “View Private Purchase Order Contract” and “View Private Work Order Contract”.

5. Click “Save” at the top of the screen:

6. Navigate to Company Tools → Core tools → Directory 

7. Under Users list, search for PINS and click “Edit”.

9. Scroll to the “Project Settings” and click on “Select Default Template”:

10. Select the “PINS” Project Permission Template and click “Apply”:

11. Click on the “Change Template” in the Current Project Settings section to apply the “PINS” template to all selected Projects:

12. Scroll to the bottom of the page and click ”Save”. This saves the permission template change for the PINS integration.

STEP 3: ENABLING INTEGRATION IN PINS

1. From your PINS Account navigate to Admin Settings → Integrations → Procore
2. With your Onboarding Representative, fill out the Settings page as follows:

• Procore Company ID 
• Default User
• Default Department
• Projects
  • Select the statuses of Contracts (Work Orders) and Purchase Orders → determines at what point the user would like the commitments to come over to PINS - (Draft, Out for Signature, Approved, etc).

1. Click “Save”

Note: It can take up to 30 minutes for information from Procore to populate in PINS.

STEP 4: ENABLING PINS <> PROCORE EMBEDDED EXPERIENCE 

PINS Compliance information will be visible throughout Procore by a side panel, allowing users to Search and Download compliance information. 

1.  In App Management, click the "+ Create Configuration" button under configurations.

 * We recommend granting permissions across all projects and company level.

 3.  Following the update and configuration options, a side panel will display on the pages configured in Procore.

    a) For existing PINS customers, your Procore Admin will need to update the current PINS App.  Go to App Management -> Update. (For questions, please     contact support@pinsadvantage.com).

    b) For new PINS customers, your onboarding representative will walk you through the entire process during initial enablement (outlined above). 

  Note: The side panel application will only display PINS data for users who are indicated as employees of your Procore Company.